AASMX Mutual Fund

AASMX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-0.12%
3 Months
-4.03%
6 Months
+2.80%
YTD
+9.95%
1 Year
+14.61%
3 Years (annualized)
+14.72%
5 Years (annualized)
+4.77%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+12.21%
vs Peers
-2.26%

AASMX Mutual Fund Performance

AASMX performance across multiple time periods: 1-month -0.12%, YTD 9.95%, 1-year 14.61%, 3-year 14.72%, 5-year 4.77%, 10-year 10.33%.

AASMX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

AASMX vs another fund shows side-by-side returns. AASMX alternatives are available in the Mutual Fund Screener.